Schedule a Call With a Trusted Partner

By scheduling a call, you acknowledge that Root Financial/James Conole (“Promoter”) has a Promoters Agreement with The Colony Group, LLC d/b/a Buckingham Strategic Wealth, LLC (“Investment Adviser”). In connection with the Promoter’s referral of you to Investment Adviser, Promoter will assist you in establishing a relationship with Investment Adviser and be compensated for their services in referring you. The Promoter, due to this compensation arrangement, has an incentive to recommend the Investment Adviser. Additional details will be provided upon signing a Wealth Advisory Agreement with the Investment Adviser.